San Luis Wealth Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
San Luis Wealth Advisors LLC
- $442 Million
- Q1 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 9,198 shares of FBCG stock, worth $371,875. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,198
Previous 10,030
8.3%
Holding current value
$371,875
Previous $464,000
20.69%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding FBCG
# of Institutions
187Shares Held
44.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$337 Million0.03% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN6.19MShares$250 Million6.25% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$226 Million4.45% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$90.3 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$79.6 Million0.18% of portfolio